+488.5%
NDAQ vs ARES
+1,112.4%
-624.0%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | +1.3% | +0.5% | +0.8% | +1.0% |
| 30D | +18.0% | +19.7% | -1.7% | +10.7% |
| 3M | +11.5% | -9.0% | +20.5% | +15.0% |
| 6M | +21.1% | +11.5% | +9.5% | +15.5% |
| YTD | +12.8% | -13.8% | +26.6% | +16.4% |
| 1Y | +25.7% | -5.6% | +31.3% | +25.2% |
| 3Y | +116.8% | +36.1% | +80.7% | +82.7% |
| 5Y | +67.3% | +82.7% | -15.4% | +21.9% |
| All | +488.5% | +1,112.4% | -624.0% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling